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Lincoln National
LNC

Overview Fund Activity

541 hedge funds and large institutions have $11.5B invested in Lincoln National in 2014 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 187 increasing their positions, 221 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
+2
Holders Change %
+0.37%
% of All Funds
15.64%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.38%
New
48
Increased
187
Reduced
221
Closed
37
Calls
$100M
Puts
$127M
Net Calls
-$26.4M
Net Calls Change
+$14M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$139M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
+$60.5M
3
Principal Financial Group
Principal Financial Group
Iowa
+$44.7M
4
PRCM
Pine River Capital Management
Minnesota
+$39.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$34.9M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$236M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$40.7M
3
Invesco
Invesco
Georgia
-$40.6M
4
SI
Scout Investments
Missouri
-$40.1M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPSF
176
Texas Permanent School Fund
Texas
$5.87M -$290K -5,714 -5%
HR
177
Howe & Rusling
New York
$5.86M +$5.85M +115,455 +44,067%
EP
178
Emrys Partners
New York
$5.75M -$1.7M -33,575 -23%
FLPIM
179
F.L. Putnam Investment Management
Massachusetts
$5.65M +$78.5K +1,550 +1%
FBP
180
Flippin Bruce & Porter
Virginia
$5.61M -$259K -5,121 -4%
Aviva
181
Aviva
United Kingdom
$5.56M +$269K +5,310 +5%
SOMRS
182
State of Michigan Retirement System
Michigan
$5.45M +$45.6K +900 +0.8%
Robeco Institutional Asset Management
183
Robeco Institutional Asset Management
Netherlands
$5.45M +$2.46M +48,535 +82%
AG
184
Aperio Group
California
$5.27M +$5.27M +104,023 New
Comerica Bank
185
Comerica Bank
Texas
$5.19M +$219K +4,332 +4%
DILH
186
Dai-ichi Life Holdings
Japan
$5.16M -$299K -5,903 -5%
CIA
187
CCM Investment Advisers
South Carolina
$5.13M +$5.13M +101,155 New
WPC
188
Waters Parkerson & Co
Louisiana
$5.1M -$261K -5,155 -5%
AC
189
Ascend Capital
California
$5.05M +$5.05M +99,700 New
ICM
190
ICC Capital Management
Florida
$5.05M +$1.17M +23,070 +30%
ProShare Advisors
191
ProShare Advisors
Maryland
$4.97M +$138K +2,718 +3%
Public Sector Pension Investment Board (PSP Investments)
192
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.89M -$50.7K -1,000 -1%
CONA
193
Capital One National Association
New York
$4.72M +$134K +2,637 +3%
ERSOT
194
Employees Retirement System of Texas
Texas
$4.71M -$709K -14,000 -13%
RJA
195
Raymond James & Associates
Florida
$4.56M -$205K -4,046 -4%
Zurich Cantonal Bank
196
Zurich Cantonal Bank
Switzerland
$4.42M +$1.96M +38,587 +79%
TSU
197
TD Securities (USA)
New York
$4.39M -$305K -6,023 -7%
AAF
198
Andra AP-fonden
Sweden
$4.34M – – –
B
199
Baird
Wisconsin
$4.27M -$69K -1,361 -2%
RCM
200
RNC Capital Management
California
$4.15M -$15.2K -300 -0.4%
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